Member Info for John121983

When the trolls are out with multiple accounts, you know the company is desperate and on it's last leg.

YAWNING 🥱 .....whats the SP again???? That's right Grahams pension in the making with our expenses

Translation : Graham needs more gullible investors to fund his pension as the company running out of cash....FAST !!!!

Graham trying to accumulate his pension before Christmas

Adam !! welcome back we know you've been active with other accounts anyways hahaha

😂😂😂😂😂 Adam still active with his other accounts

Wow!! someone bought £10 worth of shares !! Must be a news soon !!

GL resigning and preparing for the best Christmas in his life in Maldives with our expenses

Your trolling isn't working Adam, Pescado whaterver your real name is. As an investor who's holding millions of shares I won't recommend anyone to spend a penny in this dying donkey, not even a penny. My average is way over 3p ( I am screwed I know) but I don't WISH anyone else to fall victim of Graham and his gangs.

Current SP ----all time fken LOW

There is no other alternatives now. Graham destroyed this company and all us shareholders are properly screwed. He's about to have he best pension in his life

GL just counting his days to retire with a handsome pension. He's old and of course not interested.

🧮 Adjusted Scenario (G&A normalizes)

Management indicates G&A will reduce significantly. Let’s conservatively assume £3.7m drops by 30% to ~£2.6m/year, reducing total annual burn:

• CAPEX: £5.4m

• Adjusted G&A: £2.6m

• Total burn: £8.0m/year

• Monthly burn: ~£667,000

Runway = £7.9m ÷ £667k ≈ 11.8 months

👉 Cash would last until Nov–Dec 2025

⚠️ Important Caveats

• The Tendrara Phase 1 EPC conversion adds US$3.1m (~£2.5m) in extra CAPEX in 2025, which could shorten the runway unless project-level debt fully covers it.

• They plan to fund project CAPEX via local debt, but that is subject to financing completion.

• If additional farm-out proceeds come in, runway could extend further.

• Delays in farm-out closing or cost overruns could shorten runway significantly.

✅ Bottom Line (simplified):

• Without new financing and assuming the burn rate stays steady, cash likely lasts ~10–11 months (to Oct–Nov 2025).

• If G&A falls as expected, runway extends closer to ~12 months (Nov–Dec 2025).

📊 Key Data (2024)

• Cash at end-2024: £7.9 million

• Total spending in 2024:

• CAPEX: £5.4 million

• G&A: £3.7 million

• Total burn: £9.1 million over 12 months

• Monthly burn rate: £9.1m ÷ 12 = ~£758,000/month

Note: Management says G&A will drop going forward (some was related to the farm-out). However, to be conservative, let’s first assume the burn rate stays unchanged.

🧮 Runway Estimate (no cost reductions)

Runway (months) = Cash ÷ Monthly Burn

= £7.9m ÷ £758,000

≈ 10.4 months

👉 Interpretation:

From December 2024 cash position, they’d run out of money by October–November 2025 if nothing changes.

Company has enough cash to survive till April next year so if there is any further delays for Q4 revenue, it has a massive chance of dilution. Which means we are all screwed. Now this is a HIGH RISK LOW REWARD share. We are cooked ( share holders)

🛢️ Core Drivers & Risks

Key Catalyst: Progress with Moroccan gas assets (Tendrara, Anoual), monetisation efforts, debt reduction, or partnerships.

Main Risks: Continued losses, high leverage, project delays, fluctuations in gas prices, geopolitical issues in Morocco.

📅 Q1 2026 Price Forecast

Base Case

If operations stagnate and broader energy conditions remain flat: £0.70–0.80 GBX (current-like levels).

Moderate-Upside

Assuming steady asset development or small positive updates: 1.50–2.50 GBX.

Bull Case

If firm executes well on Moroccan projects, secures funding/partnerships, or benefits from energy market tailwinds: 2.80–3.20 GBX (aligned with analyst consensus for May 2026).

Bear Case

On negative news, further dilution, or commodity pressure: 0.40–0.60 GBX, potentially retesting recent lows.

📊 Historical & Current Overview

Price Range: Over the past 12 months, shares have fluctuated between ~0.60 GBX and ~1.25 GBX, currently hovering around 0.75 GBX simplywall.st+15advfn.com+15stockinvest.us+15walletinvestor.com+1markets.ft.com+1.

Market Cap & Debt: With a market capitalisation of roughly £15–17 million and a high debt-to-equity ratio (~182%) .

Financial Health: The company reported a loss per share of –£0.227 in FY2024, with negative cash flows and return on equity/investment exceeding –90% reuters.com+2markets.ft.com+2simplywall.st+2.

🔍 Analyst Forecasts for Q1 2026

Looking ahead to early 2026, here are key insights:

1.Fintel Consensus: One-year average target is 3.16 GBX, ranging narrowly from 3.13 to 3.26 GBX. Projected date: May 7, 2026 tradingview.comfintel.io+1walletinvestor.com+1.

2.FT Markets (one analyst): Target set at 2.80 GBX within 12 months from current ~0.75 GBX tradingview.com+8markets.ft.com+8sharesmagazine.co.uk+8.

3.Stockopedia: Consensus target: 2.80 GBX, representing ~270% upside .

4.TradingView (Canadian ticker): Analysts target 0.30 CAD (~18 GBX)—but this refers to the wrong “SOU” (Southern Energy Corp in Canada) walletinvestor.com+4tradingview.com+4walletinvestor.com+4.

5.Technical Sentiment: Pivot-bottom and MACD signals show a buy setup at ~0.725 GBX. Key support lies between 0.72–0.78 GBX stockinvest.us.

🧭 Assessment

Strengths

Potential Upside: Analyst targets suggest 270–320% gain within 12 months.

Technical Rebound: Positive charting signals imply short-term buying interest.

RISKS

Weak Financials: Heavy losses, high debt, and no profitability.

Execution Risk: Reliance on gas asset monetisation—particularly in Morocco via the Tendrara concession stockinvest.ussharesmagazine.co.uk+2reuters.com+2marketscreener.com+2.

Speculative Nature: Only one or two analysts cover the stock, so targets may be overconfident.

🔮 Q1 2026 Price Prediction

Assuming:

Macroeconomic stability in energy prices and geopolitical certainty in Morocco.

Execution of development/extraction milestones by Sound Energy.

Continued technical recovery and market sentiment support.

Then a plausible price range in Q1 2026 (January–March) would be 2.50–3.20 GBX, with upside nearer the 3.16–3.26 GBX analyst band if positive news arrives. However, without progress or amid broader energy downturns, the stock could remain subdued near 0.70–0.80 GBX or lower.

✅ Summary Table

Factor Impact on Q1 2026 Price

Analyst Targets (avg) 3.16 GBX (range: 2.80–3.26)

Technical Setup Support at 0.72–0.78 GBX

Financial Position Significant headwinds

Geopolitical / Project Risk High volatility

💡 Final Take

SOU.L is a high-risk, high-reward small-cap energy play. If Sound Energy nourishes its gas assets and improves fundamentals, a sharp rally to the 3 GBX level in early 2026 is conceivable—but commercial progress and sector tailwinds are essential

📊 Historical & Current Overview

Price Range: Over the past 12 months, shares have fluctuated between ~0.60 GBX and ~1.25 GBX, currently hovering around 0.75 GBX

simplywall.st

advfn.com

stockinvest.us

walletinvestor.com

markets.ft.com

Market Cap & Debt: With a market capitalisation of roughly £15–17 million and a high debt-to-equity ratio (~182%) .

Financial Health: The company reported a loss per share of –£0.227 in FY2024, with negative cash flows and return on equity/investment exceeding –90%

reuters.com

markets.ft.com

simplywall.st

🔍 Analyst Forecasts for Q1 2026

Looking ahead to early 2026, here are key insights:

Fintel Consensus

One-year average target is 3.16 GBX, ranging narrowly from 3.13 to 3.26 GBX. Projected date: May 7, 2026

tradingview.com

fintel.io

walletinvestor.com

FT Markets (one analyst)

Target set at 2.80 GBX within 12 months from current ~0.75 GBX

tradingview.com

markets.ft.com

sharesmagazine.co.uk

Stockopedia

Consensus target: 2.80 GBX, representing ~270% upside .

TradingView (Canadian ticker)

Analysts target 0.30 CAD (~18 GBX)—but this refers to the wrong “SOU” (Southern Energy Corp in Canada)

walletinvestor.com

tradingview.com

walletinvestor.com

Technical Sentiment

Pivot-bottom and MACD signals show a buy setup at ~0.725 GBX. Key support lies between 0.72–0.78 GBX

stockinvest.us

.

🧭 Assessment

Strengths

Potential Upside: Analyst targets suggest 270–320% gain within 12 months.

Technical Rebound: Positive charting signals imply short-term buying interest.Risks

Weak Financials: Heavy losses, high debt, and no profitability.

Execution Risk: Reliance on gas asset monetisation—particularly in Morocco via the Tendrara concession

stockinvest.us

sharesmagazine.co.uk

reuters.com

marketscreener.com

Speculative Nature: Only one or two analysts cover the stock, so targets may be overconfident.

🔮 Q1 2026 Price Prediction

Assuming:

Macroeconomic stability in energy prices and geopolitical certainty in Morocco.

Execution of development/extraction milestones by Sound Energy.

Continued technical recovery and market sentiment support.

Then a plausible price range in Q1 2026 (January–March) would be 2.50–3.20 GBX, with upside nearer the 3.16–3.26 GBX analyst band if positive news arrives. However, without progress or amid broader energy downturns, the stock could remain subdued near 0.70–0.80 GBX or lower.

✅ Summary Table

Factor Impact on Q1 2026 Price

Analyst Targets (avg) 3.16 GBX (range: 2.80–3.26)

Technical Setup Support at 0.72–0.78 GBX

Financial Position Significant headwinds

Geopolitical / Project Risk High volatility

💡 Final Take

SOU.L is a high-risk, high-reward small-cap energy play. If Sound Energy nourishes its gas assets and improves fundamentals, a sharp rally to the 3 GBX level in early 2026 is conceivable—but commercial progress and sector tailwinds are es

Adam - even ChatGPT deep analysis says this share won't go above 1.3p until 2026 ( best on the best case scenario ) and taking the cash burn into consideration with worse case scenario it's 0.4p. I trust ChatGPT deep analysis more than Graham

Take rest Adam. You promised you'd never come back to this board